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Invesco Preferred ETF
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Overview Fund Activity

327 hedge funds and large institutions have $2.3B invested in Invesco Preferred ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 63 reducing their positions, and 21 closing their positions.

Holders
327
Holders Change
+66
Holders Change %
+25.29%
% of All Funds
7.43%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
87
Increased
130
Reduced
63
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$627M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$127M
3
Ameriprise
3
Ameriprise
Minnesota
$108M
4
LPL Financial
4
LPL Financial
California
$56.7M
5
SBWM
5
Sunflower Bank Wealth Management
Arizona
$5.53M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$36.2M
2
Prudential Financial
2
Prudential Financial
New Jersey
$4.47M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
AWMG
4
Alliance Wealth Management Group
New Jersey
$0
5
Invesco
5
Invesco
Georgia
$34.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$627M 42,208,565 +1,970,256 +5%
Wells Fargo
2
Wells Fargo
California
$417M 28,079,864 +2,243 +0%
Morgan Stanley
3
Morgan Stanley
New York
$135M 9,082,911 +72,765 +0.8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$127M 8,523,299 +616,505 +8%
Ameriprise
5
Ameriprise
Minnesota
$108M 7,238,851 +575,011 +9%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$79.3M 5,334,129 +109,325 +2%
LPL Financial
7
LPL Financial
California
$56.7M 3,813,436 +454,189 +14%
Creative Planning
8
Creative Planning
Kansas
$40.1M 2,699,619 +191,160 +8%
UBS Group
9
UBS Group
Switzerland
$39.3M 2,644,917 -52,474 -2%
HNB
10
Huntington National Bank
Ohio
– – – –
Invesco
11
Invesco
Georgia
$34.9M 2,348,179 -338,013 -13%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$22.8M 1,537,401 +10,299 +0.7%
Goldman Sachs
13
Goldman Sachs
New York
$21.3M 1,433,312 -136,930 -9%
FAAS
14
First Allied Advisory Services
California
$19M 1,277,762 +37,168 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$15.6M 1,049,528 +157,708 +18%
BTS
16
BB&T Securities
Virginia
$14.8M 998,236 +335,924 +51%
CFA
17
Camarda Financial Advisors
Florida
$14.8M 993,924 +9,962 +1%
AG
18
Advisor Group
Arizona
$13.9M 935,786 +163,847 +21%
AAP
19
Arax Advisory Partners
Colorado
$13.9M 933,796 +112,922 +14%
KIA
20
KCM Investment Advisors
California
$13.5M 907,547 +16,763 +2%
MML Investors Services
21
MML Investors Services
Massachusetts
$13M 872,784 +82,004 +10%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$12M 805,167 +93,033 +13%
CM
23
Columbus Macro
Pennsylvania
$11.5M 775,140 +775,140 New
BMM
24
Buffington Mohr McNeal
Idaho
$10.7M 716,931 +11,110 +2%
CWSR
25
Chessman Wealth Strategies RIA
Texas
$10.4M 698,250 +698,250 New
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